Anic Equity¶
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Total return since start: 0.571 %¶
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Equity now: -----------------------------> 47983.5 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46588.54 Kr¶
PnL: ---------------------------------------> -300.03 Kr¶
DD now: ---------------------------------> -1.329 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 10:40:53.193681'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.490000 | 3224.000000 | 253.000000 | 8.520000 | 2971.000006 |
| HEBA B | 70 | -1.110000 | 2807.000000 | 171.000000 | 6.490000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.350000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | 1.300000 | 641.330000 | 64.330000 | 11.150000 | 576.999999 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| MedCap | 2 | -0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| HMS Networks | 2 | -1.000000 | 710.000000 | 37.000000 | 5.500000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.460000 | 391.200000 | 36.200000 | 10.200000 | 355.000000 |
| Resurs Holding | 22 | 0.290000 | 605.440000 | 31.440000 | 5.480000 | 573.999998 |
| Boozt | 12 | -0.280000 | 1683.600000 | 29.600000 | 1.790000 | 1653.999996 |
| SAAB B | 8 | 0.050000 | 3404.800000 | 27.800000 | 0.820000 | 3377.000000 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | -0.180000 | 545.400000 | 18.400000 | 3.490000 | 527.000000 |
| Eastnine | 4 | -0.310000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Swedbank A | 3 | 1.850000 | 579.000000 | 15.000000 | 2.660000 | 564.000000 |
| OEM International B | 7 | -0.510000 | 541.800000 | 13.800000 | 2.610000 | 527.999997 |
| Securitas B | 6 | 0.580000 | 583.320000 | 13.320000 | 2.340000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.510000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| Nordea Bank Abp | 29 | 0.490000 | 3460.860000 | 6.860000 | 0.200000 | 3453.999992 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.820000 | 550.500000 | 4.500000 | 0.820000 | 546.000000 |
| CTEK | 13 | -0.070000 | 536.250000 | 2.250000 | 0.420000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.290000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Essity B | 2 | -0.570000 | 560.000000 | -14.000000 | -2.440000 | 574.000000 |
| Midsona B | 63 | -0.220000 | 568.260000 | -14.740000 | -2.530000 | 582.999984 |
| Essity A | 4 | -0.880000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.350000 | 561.500000 | -33.070000 | -5.560000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.090000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Vivesto | 1368 | -3.270000 | 533.520000 | -79.480000 | -12.970000 | 612.999432 |
| Axfood | 13 | -0.210000 | 3653.000000 | -103.000000 | -2.740000 | 3756.000001 |
| Fasadgruppen Group | 35 | 3.700000 | 3626.000000 | -185.000000 | -4.850000 | 3810.999990 |
| OX2 | 18 | -1.750000 | 1414.800000 | -249.200000 | -14.980000 | 1663.999992 |
| Ovzon | 52 | -1.790000 | 2860.000000 | -502.000000 | -14.930000 | 3361.999992 |
| TOTAL | 46588.540000 | -300.030000 | -1.3292% | 46888.564618 |
Updated:¶
'2023-01-24 10:41:05.766773'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
